Processing Billing Invoices One at a Time

Use Interactive Billing to review invoices one at a time by project, modify the transactions to be billed, update the percentage complete for fee-based projects, and generate the final invoice.

You can hold, delete, write-off, and transfer labor, expense, and unit transactions as necessary. You update the percent complete before generating an invoice that is fee-based.

Another way to generate invoices is to use Batch Billing instead of Interactive Billing. In Batch Billing, multiple invoices are automatically generated at a time, and you do not have the ability to modify invoice content before the invoices are automatically generated.

Multiple Companies

If you have multiple companies in DPS, lower levels of the work breakdown structure (phases, tasks) for any project may belong to different companies. During invoice processing, DPS includes for billing all of the projects owned by the active company. This is true even if the active company does not own all of the phases or tasks that belong to a project. For information, see Billing and Multiple Companies.

Multiple Currencies and Multiple Companies

If you have multiple companies and multiple currencies in DPS, it is possible that different elements of the work breakdown structure (projects, phases, and tasks) are owned by different companies in your enterprise, and these elements have differing currencies. For information, see Billing and Multiple Currencies.

Employee Realization

When you use the Employee Realization reporting feature and you select invoice frequency, employee realization is calculation and allocated automatically when you create invoices in Interactive Billing or Batch Billing. For more information see Employee Realization in Interactive Billing and Batch Billing.

Approving Invoices

If you use an approval process for invoices, you can also submit invoices for approval and approve invoices in Interactive Billing. For more information, see Approving Invoices and Invoice Approvals and Interactive Billing.

Related Topics:

  • Checklist: Processing Bills in Interactive Billing
    Use this checklist to review the overall steps for creating one billing invoice at a time by project in Interactive Billing.
  • Internal Notes for a Project
    You can enter notes about a project or an invoice on the General tab of the Interactive Billing form. Notes do not appear on the invoice, they are for your reference only.
  • WBS Icons in Interactive Billing
    If you are new to Interactive Billing, you may find it helpful to review the significance of the icons.
  • Interactive Billing Expenses and Supporting Documents
    In Interactive Billing, you can associate and view supporting documents with accounts payable transactions on the Expenses tab.
  • Printing a Supporting Document with an Invoice
    When the Units, AP Vouchers and Disbursements, and/or Expense Reports options are selected on the Billing Backup tab, and the Print with Invoice option is selected for the associated document, the document prints when the invoice is previewed, printed or accepted.
  • Sorting the Supporting Documents
    The order in which the supporting documents display as additional pages is based on various constraints.
  • Transaction Options for Interactive Billing
    The Labor, Expenses, and Units tabs of the Interactive Billing form list all DPS labor, expense, and unit transactions. On these tabs you can view transaction detail, mark transactions to be billed or held, or delete, insert, modify, transfer, or write off transactions.
  • Fields and Options
    Use the fields and dialog boxes to process invoices and credit memos one at a time in Interactive Billing.
Parent Topic: Bill Processing